Vault-13

FIRST TR EXCHNG TRADED FD VI DSEP

FT VEST US EQT · ETP · CUSIP 33740F680

108 institutional holders -1 vs Q1 2026
3,118,3473.1m shares reported held*
$147.9mreported value*
10 new 14 added 45 reduced 9 sold out net bought ≈ $1.4m (+28.6k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $47.44.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 55Q4 22: 67Q1 23: 59Q2 23: 61Q3 23: 57Q4 23: 66Q1 24: 69Q2 24: 66Q3 24: 77Q4 24: 98Q1 25: 98Q2 25: 90Q3 25: 96Q4 25: 109Q1 26: 109Q2 26: 108108Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202255
Q4 202267
Q1 202359
Q2 202361
Q3 202357
Q4 202366
Q1 202469
Q2 202466
Q3 202477
Q4 202498
Q1 202598
Q2 202590
Q3 202596
Q4 2025109
Q1 2026109
Q2 2026108

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 24: 45 bought or addedQ3 24: 20 cut or sold outQ4 24: 43 bought or addedQ4 24: 27 cut or sold outQ4 24Q1 25: 23 bought or addedQ1 25: 50 cut or sold outQ2 25: 19 bought or addedQ2 25: 52 cut or sold outQ2 25Q3 25: 40 bought or addedQ3 25: 43 cut or sold outQ4 25: 48 bought or addedQ4 25: 45 cut or sold outQ4 25Q1 26: 27 bought or addedQ1 26: 63 cut or sold outQ2 26: 24 bought or addedQ2 26: 54 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20244520
Q4 20244327
Q1 20252350
Q2 20251952
Q3 20254043
Q4 20254845
Q1 20262763
Q2 20262454

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC Added +69,765+69.8k
MML INVESTORS SERVICES, LLC Added +25,536+25.5k
TOUNJIAN ADVISORY PARTNERS, LLC New +24,897+24.9k
J.W. COLE ADVISORS, INC. New +23,060+23.1k
JPMORGAN CHASE & CO Added +17,343+17.3k
Bluespring Wealth Management, LLC New +14,700+14.7k
Ameritas Advisory Services, LLC Added +12,149+12.1k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +11,306+11.3k
LPL Financial LLC Added +9,920+9.9k
FOUNDERS FINANCIAL SECURITIES LLC Added +9,178+9.2k

Biggest sellers

Kestra Advisory Services, LLC Reduced -50,719-50.7k
Janney Montgomery Scott LLC Reduced -31,699-31.7k
1ST SOURCE BANK Sold out -29,472-29.5k
CITADEL ADVISORS LLC Sold out -17,051-17.1k
RAYMOND JAMES FINANCIAL INC Reduced -13,088-13.1k
Advyzon Investment Management, LLC Reduced -8,937-8.9k
OLD MISSION CAPITAL LLC Reduced -8,111-8.1k
Wood Tarver Financial Group, LLC Reduced -6,943-6.9k
Maltin Wealth Management, Inc. Sold out -6,831-6.8k
REAP Financial Group, LLC Reduced -5,027-5.0k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
FIRST TRUST PORTFOLIOS LP 13G · institution +2.8 pts · filed 2026-07-22 45.9% +2.8 pts 3.4m≈ $159.5m 2026-07-22

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 368,468368.5k $17.5m $17.5m 0.00% Added +69.8k +69,765
2 Spectrum Asset Management, Inc. (NB/CA) 3.36% of their portfolio NEWPORT BEACH, CA 254,816254.8k $12.1m $12.1m 3.36% Reduced -554 -554
3 REAP Financial Group, LLC 1.81% of their portfolio AUSTIN, TX 222,958223.0k $10.6m $10.6m 1.81% Reduced -5.0k -5,027
4 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 134,433134.4k $6.4m $6.4m 0.01% Added +7.6k +7,606
5 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 126,233126.2k $6.0m $6.0m 0.02% Reduced -50.7k -50,719
6 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 116,561116.6k $5.5m $5.5m 0.01% Added +25.5k +25,536
7 WINNACLE WEALTH LLC 3.55% of their portfolio WACO, TX 109,924109.9k $5.2m $5.2m 3.55% Reduced -3.7k -3,719
8 Wood Tarver Financial Group, LLC 0.99% of their portfolio BOISE, ID 88,81088.8k $4.2m $4.2m 0.99% Reduced -6.9k -6,943
9 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 87,80487.8k $4.2m $4.2m 0.01% Reduced -660 -660
10 FOUNDERS FINANCIAL SECURITIES LLC 0.20% of their portfolio TOWSON, MD 82,14882.1k $3.9m $3.9m 0.20% Added +9.2k +9,178
11 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 81,30681.3k $3.9m $3.9m 0.00% Added +2.4k +2,440
12 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 77,46677.5k $3.7m $3.7m 0.00% Added +9.9k +9,920
13 OGOREK ANTHONY JOSEPH /NY/ /ADV 0.88% of their portfolio WILLIAMSVILLE, NY 74,81274.8k $3.5m $3.5m 0.88% Unchanged
14 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 73,91373.9k $3.5m $3.5m 0.00% Reduced -13.1k -13,088
15 Advyzon Investment Management, LLC 0.25% of their portfolio LISLE, IL 71,87671.9k $3.4m $3.4m 0.25% Reduced -8.9k -8,937
16 Maia Wealth LLC 0.44% of their portfolio DENVER, CO 62,73262.7k $3.0m $3.0m 0.44% Reduced -1.7k -1,746
17 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 59,11559.1k $2.8m $2.8m 0.00% Reduced -494 -494
18 LifeWealth Investments, LLC 0.71% of their portfolio WINTER GARDEN, FL 55,84955.8k $2.6m $2.6m 0.71% Reduced -596 -596
19 HARBOUR INVESTMENTS, INC. 0.03% of their portfolio MADISON, WI 54,10254.1k $2.6m $2.6m 0.03% Reduced -1.1k -1,134
20 Hardworking Capital Advisors, LLC 1.64% of their portfolio Palm Desert, CA 42,42642.4k $2.0m $2.0m 1.64% Reduced -3.1k -3,120
21 Ignite Planners, LLC 0.25% of their portfolio SAN CLEMENTE, CA 38,30138.3k $1.8m $1.8m 0.25% Unchanged
22 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 33,10633.1k $1.6m $1.6m 0.00% Reduced -4.7k -4,680
23 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 30,07330.1k $1.4m $1.4m 0.00% Added +17.3k +17,343
24 Prospera Financial Services Inc 0.02% of their portfolio Dallas, TX 27,18927.2k $1.3m $1.3m 0.02% Reduced -210 -210
25 Kovack Advisors, Inc. 0.06% of their portfolio FT. LAUDERDALE, FL 25,67225.7k $1.2m $1.2m 0.06% Added +278 +278
26 Signal Advisors Wealth, LLC 0.06% of their portfolio DETROIT, MI 25,44025.4k $1.2m $1.2m 0.06% Reduced -1.0k -1,017
27 CARY STREET PARTNERS FINANCIAL LLC 0.03% of their portfolio RICHMOND, VA 25,35425.4k $1.2m $1.2m 0.03% Reduced -3.8k -3,757
28 TOUNJIAN ADVISORY PARTNERS, LLC 0.51% of their portfolio FORT MYERS, FL 24,89724.9k $1.2m $1.2m 0.51% New
29 Mutual Advisors, LLC 0.02% of their portfolio OMAHA, NE 23,98524.0k $1.1m $1.1m 0.02% Reduced -485 -485
30 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 23,19223.2k $1.1m $1.1m 0.00% Reduced -3.9k -3,935
31 J.W. COLE ADVISORS, INC. 0.02% of their portfolio TAMPA, FL 23,06023.1k $1.1m $1.1m 0.02% New
32 Ameritas Advisory Services, LLC 0.02% of their portfolio Lincoln, NE 18,91718.9k $897.4k $897.4k 0.02% Added +12.1k +12,149
33 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 18,85218.9k $894.3k $894.3k 0.00% Added +11.3k +11,306
34 Integrity Financial Corp /WA 0.42% of their portfolio JACKSON, WY 18,46118.5k $875.8k $875.8k 0.42% Reduced -227 -227
35 McKinley Carter Wealth Services, Inc. 0.04% of their portfolio WHEELING, WV 16,93416.9k $803.3k $803.3k 0.04% Unchanged
36 OLD MISSION CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 16,02216.0k $760.1k $760.1k 0.02% Reduced -8.1k -8,111
37 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.04% of their portfolio Westlake, OH 15,45515.5k $733.2k $733.2k 0.04% Unchanged
38 Onyx Bridge Wealth Group LLC 0.06% of their portfolio TARRYTOWN, NY 15,01215.0k $712.2k $712.2k 0.06% Unchanged
39 PRECEDENT WEALTH PARTNERS, LLC 0.12% of their portfolio HOUSTON, TX 14,81414.8k $702.8k $702.8k 0.12% Unchanged
40 Bluespring Wealth Management, LLC 0.01% of their portfolio AUSTIN, TX 14,70014.7k $697.4k $697.4k 0.01% New
41 First Heartland Consultants, Inc. 0.04% of their portfolio LAKE ST. LOUIS, MO 13,41713.4k $636.5k $636.5k 0.04% Unchanged
42 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 12,83412.8k $608.8k $608.8k 0.01% Added +1.0k +1,041
43 MGO ONE SEVEN LLC 0.01% of their portfolio Beachwood, OH 12,59612.6k $597.6k $597.6k 0.01% Unchanged
44 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 12,35612.4k $586.2k $586.2k 0.00% Reduced -2.7k -2,681
45 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 11,78911.8k $563.2k $563.2k 0.00% Reduced -50 -50
46 Inspire Advisors, LLC 0.04% of their portfolio Meridian, ID 11,26511.3k $534.4k $534.4k 0.04% Unchanged
47 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 11,23811.2k $533.1k $533.1k 0.01% Unchanged
48 Sloy Dahl & Holst, LLC 0.07% of their portfolio Vancouver, WA 11,14011.1k $528.5k $528.5k 0.07% Unchanged
49 Accel Wealth Management 0.12% of their portfolio WAVERLY, IA 11,11811.1k $527.4k $527.4k 0.12% Reduced -691 -691
50 LEGACY SOLUTIONS, LLC 0.43% of their portfolio KENNETT SQUARE, PA 11,08911.1k $526.1k $526.1k 0.43% Unchanged
51 Wealth Group Ltd 0.10% of their portfolio EDEN PRAIRIE, MN 10,95411.0k $519.7k $519.7k 0.10% Reduced -800 -800
52 Foguth Wealth Management, LLC. 0.05% of their portfolio BRIGHTON, MI 9,99110.0k $475.0k $475.0k 0.05% Reduced -12 -12
53 Stratos Wealth Partners, LTD. 0.00% of their portfolio BEACHWOOD, OH 9,98010.0k $473.5k $473.5k 0.00% Unchanged
54 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 9,9009.9k $469.7k $469.7k 0.00% Unchanged
55 Financial Guidance Group, Inc. 0.18% of their portfolio Palm Harbor, FL 9,9009.9k $469.7k $469.7k 0.18% Unchanged
56 Advance Capital Management, Inc. 0.02% of their portfolio SOUTHFIELD, MI 9,8459.8k $467.0k $467.0k 0.02% Reduced -927 -927
57 Prosperity Consulting Group, LLC 0.02% of their portfolio OWINGS MILLS, MD 9,6029.6k $455.5k $455.5k 0.02% Reduced -474 -474
58 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 9,3779.4k $444.8k $444.8k 0.00% Reduced -1 -1
59 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 9,2509.2k $438.8k $438.8k 0.00% Unchanged
60 Apollon Wealth Management, LLC 0.01% of their portfolio MOUNT PLEASANT, SC 9,1519.2k $434.1k $434.1k 0.01% Reduced -584 -584
61 CASCADE INVESTMENT GROUP, INC. 0.24% of their portfolio Colorado Springs, CO 8,9889.0k $426.4k $426.4k 0.24% Reduced -153 -153
62 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.01% of their portfolio LOS ANGELES, CA 8,9719.0k $425.6k $425.6k 0.01% Unchanged
63 Schwallier Wealth Management LLC 0.25% of their portfolio GRAND RAPIDS, MI 8,3778.4k $397.4k $397.4k 0.25% Reduced -54 -54
64 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 8,1748.2k $387.8k $387.8k 0.01% Unchanged
65 Legacy Capital Wealth Partners, LLC 0.07% of their portfolio LITTLE ROCK, AR 7,3667.4k $349.5k $349.5k 0.07% Unchanged
66 Ritter Daniher Financial Advisory LLC / DE 0.05% of their portfolio CINCINNATI, OH 7,3507.3k $348.7k $348.7k 0.05% Reduced -75 -75
67 Clear Creek Financial Management, LLC 0.02% of their portfolio SILVERDALE, WA 6,9867.0k $331.4k $331.4k 0.02% Reduced -1.8k -1,825
68 Prime Capital Investment Advisors, LLC 0.00% of their portfolio OVERLAND PARK, KS 6,7136.7k $318.5k $318.5k 0.00% Reduced -3.3k -3,336
69 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 6,6656.7k $316.0k $316.0k 0.00% New
70 EVOLUTION WEALTH MANAGEMENT INC. 0.18% of their portfolio FORT MYERS, FL 6,3406.3k $300.8k $300.8k 0.18% Reduced -299 -299
71 DWM Financial Group, Inc. 0.25% of their portfolio PALATINE, IL 6,2686.3k $281.5k $281.5k 0.25% First filing
72 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 6,2346.2k $295.7k $295.7k 0.00% Added +2.6k +2,551
73 Waverly Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 6,2126.2k $294.7k $294.7k 0.00% Unchanged
74 ARBOR CAPITAL MANAGEMENT INC /ADV 0.29% of their portfolio ANCHORAGE, AK 6,1916.2k $293.4k $293.4k 0.29% Reduced -2.3k -2,345
75 TCFG Investment Advisors, LLC 0.09% of their portfolio LAGUNA NIGUEL, CA 5,8785.9k $278.9k $278.9k 0.09% Reduced -110 -110
76 Buck Wealth Strategies, LLC 0.03% of their portfolio DENVER, CO 5,7835.8k $274.3k $274.3k 0.03% Unchanged
77 HERITAGE OAK WEALTH ADVISORS LLC 0.08% of their portfolio SANTA ROSA BEACH, FL 5,6665.7k $268.8k $268.8k 0.08% Unchanged
78 Per Stirling Capital Management, LLC. 0.03% of their portfolio AUSTIN, TX 5,5365.5k $262.6k $262.6k 0.03% Reduced -6 -6
79 CENTAURUS FINANCIAL, INC. 0.01% of their portfolio ANAHEIM, CA 5,4305.4k $258.0k $258.0k 0.01% Unchanged
80 FSB PREMIER WEALTH MANAGEMENT, INC. 0.07% of their portfolio WATERLOO, IA 5,3375.3k $253.2k $253.2k 0.07% Unchanged
81 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 5,1395.1k $243.8k $243.8k 0.00% Unchanged
82 Sequent Planning LLC 0.05% of their portfolio OMAHA, NE 4,9254.9k $233.6k $233.6k 0.05% Reduced -828 -828
83 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 4,9034.9k $232.6k $232.6k 0.00% Unchanged
84 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 4,7884.8k $227.0k $227.0k 0.00% Reduced -31.7k -31,699
85 Mission Financial Group, LLC 0.19% of their portfolio HONOLULU, HI 4,7784.8k $226.7k $226.7k 0.19% First filing
86 Ferguson Shapiro LLC 0.06% of their portfolio DECATUR, GA 4,5064.5k $213.8k $213.8k 0.06% New
87 Meridian Wealth Management, LLC 0.01% of their portfolio LEXINGTON, KY 4,3954.4k $208.5k $208.5k 0.01% Reduced -860 -860
88 Grantvest Financial Group LLC 0.12% of their portfolio MATAWAN, NJ 4,3724.4k $207.4k $207.4k 0.12% New
89 Gerber Kawasaki Wealth & Investment Management 0.01% of their portfolio SANTA MONICA, CA 4,3004.3k $204.0k $204.0k 0.01% New
90 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 4,2274.2k $200.5k $200.5k 0.00% Added +1.6k +1,591
91 FIDUCIARY FINANCIAL ADVISORS 0.02% of their portfolio GRAND RAPIDS, MI 4,1944.2k $198.9k $198.9k 0.02% New
92 SOA Wealth Advisors, LLC. 0.02% of their portfolio NEW YORK, NY 2,5102.5k $119.1k $119.1k 0.02% Unchanged
93 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 2,3812.4k $113.0k $113.0k 0.00% Reduced -300 -300
94 Benson Wealth Management INC 0.09% of their portfolio OOLTEWAH, TN, TN 1,9622.0k $93.1k $93.1k 0.09% Unchanged
95 Tanglewood Legacy Advisors, LLC 0.03% of their portfolio HOUSTON, TX 1,8991.9k $90.1k $90.1k 0.03% Unchanged
96 Oakmont Advisory Group, LLC 0.07% of their portfolio ALBUQUERQUE, NM 1,8321.8k $86.9k $86.9k 0.07% New
97 DHJJ Financial Advisors, Ltd. 0.02% of their portfolio NAPERVILLE, IL 1,6901.7k $80.2k $80.2k 0.02% Unchanged
98 Topsail Wealth Management, LLC 0.01% of their portfolio CHARLOTTE, NC 1,6481.6k $78.2k $78.2k 0.01% Unchanged
99 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 1,5301.5k $72.6k $72.6k 0.00% Added +7 +7
100 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 1,5001.5k $71.0k $71.0k 0.00% New